Showing Best Selected Financial Advisors Covering Nottingham Area

Tracey Mather DipFA CeMAP

TRACEY MATHER WEALTH MANAGEMENT LTD

07715 446 102

01162 376 777

Tracey Mather

I provide wealth management advice to individuals and businesses in and around Leicester and the East Midlands. My advice is tailored to meet your personal and/or business objectives and bespoke to your personal needs and preferences….

Your home may be repossessed if you do not keep up repayments on your mortgage.

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Over 16 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Nottingham area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Tony Dungworth DipPFS APFS FPFS

D & A INVESTMENTS PARTNERSHIP LIMITED

0114 321 1784

07581 072 199

Tony Dungworth, D&A Investments Partnership Limited

Tony has been working in the field of financial advice and planning for more than 30 years.

He has 20 years’ experience in banking roles, from sales through to independent financial advice. During 15 years with the Royal Bank of Scotland, he worked closely with a team of corporate and commercial bank managers advising on issues such as debt protection, contingency planning, exit strategies and group benefits…

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Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Independent advisor

Covers whole of Derbyshire area

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Areas of expertise:

Pensions

Family Protection

Long Term Care Planning

Savings & Investments

Tax Planning

Corporate & Commercial Financial Planning

D & A Investments Partnership Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 10368496. Registered Office: 11 Venture One Business Park, Long Acre Close, Sheffield, S20 3FR. Postal Address: PO Box 5872, Sheffield, S20 9FB. Please note that the value of investments may go down as well as up and investors may get back less than they invest.

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